Overview
Assets Under Management: $223 million
Headquarters: FRAMINGHAM, MA
High-Net-Worth Clients: 71
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 403
Discretionary Accounts: 403
Regulatory Filings
CRD Number: 125209
Last Filing Date: 2024-03-28 00:00:00
Website: https://tswmanagement.com